SageView Advisory Group’s State Street SPDR S&P International Dividend ETF DWX Stock Holding History

SageView Advisory Group’s Portfolio DWX Stock Details DWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-1,248	Closed	-$54.9K	–	1096
2025 Q4	$54.9K	Buy	+1,248	New	+$54K	﹤0.01%	1035

Other funds holding DWX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CRFG

Columbia River Financial Group Vancouver, Washington $186M AUM 15.2% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

CWP

Concord Wealth Partners Abingdon, Virginia $873M AUM 24.02% 1-Year Est. Return

CAMV

Concord Asset Management (Virginia) Abingdon, Virginia $646M AUM 25.36% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

SageView Advisory Group's DWX Position: Q1 2026 in Review

SageView Advisory Group sold out of State Street SPDR S&P International Dividend ETF (DWX) in Q1 2026, closing a stake of 1,248 shares — an estimated $54.9K sold.

SageView Advisory Group first reported a position in DWX in Q4 2025 and held it in 1 quarter. The position peaked at $54.9K in Q4 2025. 137 funds tracked by Wall St. Rank hold DWX as of Q1 2026.

SageView Advisory Group reported no remaining State Street SPDR S&P International Dividend ETF position as of Q1 2026 after selling out during the quarter.
SageView Advisory Group sold 1,248 State Street SPDR S&P International Dividend ETF shares in Q1 2026, an estimated $54.9K.
SageView Advisory Group first reported a position in State Street SPDR S&P International Dividend ETF in Q4 2025 and held it in 1 quarter.
SageView Advisory Group's State Street SPDR S&P International Dividend ETF position peaked at $54.9K in Q4 2025.
137 funds tracked by Wall St. Rank held State Street SPDR S&P International Dividend ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.